Contact Us

UT Tyler Cashiers Office

1098T Information - Hope Scholarship & Lifetime Learning Tax Credits

TRA97 created two education tax credits for students and families:

The Hope tax credit provides up to $1,500 per student for qualified tuition and related
expenses for the first two years of postsecondary education. To be eligible, students
must be enrolled at least halftime in a degree- or certificate-granting program. The
Hope credit is available for expenses paid within the calendar year.

The lifetime learning tax credit is more broadly applicable to any postsecondary education
to acquire or improve job skills. It provides a credit equal to 20 percent of qualified
expenses of no more than $5,000 per taxpayer (i.e., family). This credit is available
for fees charged within the calendar year.

IRS Form 1098-T: Tuition Payments Statement

What is it?

An eligible educational institution, such as The University of Texas at Tyler, that
receives qualified tuition and related expenses on a student's behalf must furnish
form 1098-T to the student. This statement will help you to determine whether you,
or the person who may claim you as a dependent, may claim an income tax credit for
the new Hope credit or Lifetime Learning credit. For information about these credits,
see IRS Pub. 970, Tax Benefits for Higher Education.

The University will send a 1098-T form to students who incurred tuition and fee expenses
paid within the calendar year. Taxpayers are not required to include the form with
their tax return. To help taxpayers determine qualified expenses eligible for the
credit, a summary of tuition and fee charges and refunds made within the calendar
year will be made available through the cashiers' office. This financial information
should not be construed as tax advice. It is simply a summary of The University's
financial records. Financial information will also be provided on the 1098T form (totals
only).

How can I receive my form electronically?

Option 1: Log onto myUTTyler and go to Student Center. Under the Finances section, go to view 1098T and click
the arrow to submit. You should be brought to a page that says that you have not given
your consent to receive your form electronically. Click the Grant Consent button and
follow the prompts. You will receive an email to your patriot email account when your
form is available.

Option 2: Go to https://heartland.ecsi.net, click on "Tax Documents", click on "Click Here to Search for Your Tax Form", then
in the search bar type "The University of Texas at Tyler" for your school and click
on "Submit". You will need your First and Last Name, your Social Security Number
and your zip code listed for your "Mailing" address in your Student Center in myUTTyler
to be able to log in and retrieve your 1098T. If you need help retrieving your document,
you may call ECSI customer service at 1.800.428.1098 for assistance.

When and where will the form be mailed?

Forms will be mailed to the student's address on file with the Registrar's Office
by the IRS due date each year unless you have elected to receive your form electronically
through myUTTyler. Please allow two (2) weeks for delivery before calling our office about your form.
Forms can also be accessed online by clicking on the link above.

What if I don't receive a form?

If the form does not reach you by February 14, confirm that the permanent address
on your student record is correct. If the address is incorrect and you are having
your mail forwarded, your form may be delayed. If the address is correct, please review
our frequently asked questions (FAQs) for other reasons why you may not have received
a form.

Where should I call with questions?

Getting through to our office may be difficult. Before calling us, please look at
our frequently asked questions to see if the answer to your question is there. Questions
can be sent to cashiers@uttyler.edu.

Student Loan Interest Deduction

Beginning January 1, 1999, taxpayers who have taken loans to pay the cost of attending
an eligible educational institution for themselves, their spouse, or their dependent
generally may deduct interest they pay on these student loans.

IRS Form 1098-E: Student Loan Interest Statement

What is it?

A person (including an educational institution) that is engaged in a trade or business
and, in the course of such trade or business received interest of $600 or more on
a student loan in the calendar year must furnish this form to you.

When and where will the form be mailed?

Forms will be mailed to the borrower's current billing address the last week of January.
Please allow two (2) weeks for delivery before calling our office about your form.

IRS Publications can also be obtained by calling the IRS, 1-800-TAX-FORM

Frequently Asked Questions

Why did I receive this form?

You received a form because higher education costs may be eligible for federal tax
benefits. Our records show that you were enrolled in courses at the University, which
were paid for within the calendar year. Additional information regarding the purpose
can be found on the 1098-T form.

What should I do with this form?

You received a form because higher education costs may be eligible for federal tax
benefits. The University cannot provide tax advice. Whether you may take advantage
of these tax credits depends upon your individual facts and circumstances - information
which is known only to you. To find out more about the credits and your eligibility,
you may consult a tax professional or IRS publications. You may also call 1-800-TAX-FORMS
for IRS publications and forms.

Am I eligible to claim the tax credit?

The University cannot provide tax advice. Whether you may take advantage of these
tax credits depends upon your individual facts and circumstances, information which
is known only to you. To find out more about the credits and your eligibility, you
may consult a tax professional or IRS publications. You may also call 1-800-TAX-FORMS
for IRS publications and forms.

When and where will the 1098-T be mailed?

Forms will be mailed to the student's address on file with the Registrar's Office
at the time the form was prepared. Please allow 2 weeks for delivery before requesting
a duplicate. The address may be verified by e-mailing enrollment services at enroll@uttyler.edu or through myUTTyler.

Did you send me a 1098-T form / Why haven't I received my 1098-T form?

In certain situations, a 1098-T may not have been generated for you:

You received financial aid that equaled or exceed your tuition and fees charges.

We cannot report information to the IRS if we do not have a valid SSN. To change the
SSN on the 1098-T, the student must complete IRS Form W-9S. You may obtain a form
W-9S by calling 1-800-TAX-FORM. Complete the form and mail it to the Cashiers' Office,
3900 University Blvd., Tyler TX 75799. We will re-issue a 1098-T form with the new
SSN within five (5) working days of receiving the W-9S.

We did not have a valid or current address on file.

If these situations do not apply, a 1098-T should have been generated and mailed to
the student's address. Please verify the address by e-mailing enrollment services
at enroll@uttyler.edu or through myUTTyler.

If the address is correct, please wait until February 14 to allow sufficient time
for delivery. Beginning February 14, you may email the cashiers' office at cashiers@uttyler.edu
to request a duplicate 1098-T form. Duplicate form requests are processed within 5
business days of receipt. If the address is incorrect, you will need to update your
address first with the Registrar's Office or through myUTTyler.

The tuition and fee payments reflected on my 1098-T form do not match my records.
Why not?

When reviewing your records please take into consideration actual dates the charges
were paid on to your account in order to reconcile your records to the amounts on
the form. The 1098-T form reflects payments and financial aid made within the calendar
year.

Why does my statement show zero for the total amount paid?

The total amount charged is net of tuition and fee refunds which could show the net
amount of charges as zero if you paid for your tuition and fees then dropped and received
a 100% refund. Students account paid by Hazlewood will reflect zero.

I know I didn't pay this much in tuition. Why are the figures on my statement so high?

The 1098-T form reflects total tuition and fee charges. Therefore, the statement may
include amounts paid by financial aid, tuition waivers, exemptions, etc.

The SSN on the 1098-T is wrong. How can I get it corrected?

To correct the SSN on the 1098-T, the student must complete IRS Form W-9S. You may
obtain a form W-9S by calling 1-800-TAX-FORM. Complete the form and mail it to the
Cashiers' Office, 3900 University Blvd., Tyler, TX 75799. We will re-issue a 1098-T
form with the new SSN within five (5) working days of receiving the W-9S.

The SSN on the student record may also be incorrect. If it needs to be corrected,
you may do so through enrollment services at enroll@uttyler.edu.

My records are incomplete. How can I get a copy of past semester bills?